Lairgate Financial

Reviews

1. Julie Burton ★★★★★

   I took a chance with this company 5 years ago, I wanted to take my works pension away so that I could have the access and control over the pension pot. I had Wayne guide me through the process, understandably there are charges for the advice. If I had stayed put I wouldn't have been able to retire early. He keeps me updated and he/team is on hand to answer any questions. After taking a monthly pension and seeing some up and downs with circumstances such as covid/Russian war/elections affecting share prices. My pension has faired very well. I've got an app to check pension and send secure messages. It is a mine field to get an advisor you can trust and doesn't bamboozle you with technical talk. I can recommend Wayne.

   almost 7 months ago
2. Mal Todd ★★★★★

   Top advice from Wayne Audsley, always available and always quick, accurate advice . Retired 9 years ago, Wayne and his company have looked after myself and wife's finances superbly well, recommend him to anyone.

   almost 7 months ago
3. Karen Dwane ★★★★★

   Excellent financial service by Wayne and his team. We have now been with Lairgate Financial for over 4 years, recommended by a friend, it was the best recommendation we have been given. The advice and services have been highly successful, expecially over the past 36 months and world investment problems. We cannot thank them enough and look forward to our continued relationship in the future.

   almost 2 years ago

1. jimmy crackcorn ★★★★★

   Great planning and advice from Wayne, I had some worries when we have had market crashes in 2007 and during COVID but putting my trust in Wayne and following his advice my portfolio has always recovered from these world issues and it has always gained value during my time with lairgate financial. I would recommend 100%

   almost 5 years ago
2. Jacqueline Knapp ★★★★★

   I can highly recommend Wayne, he takes the time to understand exactly what you want and provides an excellent efficient service.

   almost 5 years ago
3. Lynne Whittingham ★★★★★

   I engaged with Wayne and the team at Lairgate Financial to assist in a personal pension transfer into my SSAS. Wayne and his team provided exceptional customer service, always friendly and professional. Compared to other IFA’s I had quotes from, their fees were also extremely reasonable. Even when the existing pension provider was being difficult by introducing hoop after hoop to jump through over a period of a few months, the ongoing advice and tenacity showed by Lairgate was second to none. I wouldn’t hesitate to contact Wayne for further IFA services, in my view this is exactly how an Independent Financial Adviser should be.

   almost 5 years ago

1. Louise Righton ★★★★★

   Wayne Audsley at James Financial advised me on my pension transfer into my SSAS. Wayne was very professional and efficient, as well as approachable and easy to deal with. The transfer advice was first class. Highly recommended for pension advice including SIPP and SSAS transfers.

   more 6 years ago
2. Nathan Browne ★★★★★

   I was referred to James Financial after previous attempts to transfer a DB pension into my SIPP could not be completed by other IFAs and advisors. Wayne Audsley and the team at James Financial swiftly dealt with my application, understood the process thoroughly and at all stages were amiable, very knowledgable and professional. Recommended.

   more 7 years ago

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